See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,223 | $91,538+14.9% | $129,995-19.1% | $75,163+40.0% |
| Participation rate | 47.1% | 71.4%-24.4pp | 78.5%-31.4pp | 67.2%-20.1pp |
| Annual return | 20.29% | -631.11%+651.4pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,259 | $4,341-1.9% | $5,820-26.8% | $4,125+3.2% |
| Admin fee / account holder | $2,188 | $6,790-67.8% | $10,614-79.4% | $5,651-61.3% |